Bragg Financial Advisors, Inc.

North Carolina
Registered In
09/01/1992
Incorp. Date

Company Summary

Bragg Financial Advisors, Inc. at 1031 S Caldwell ST STE 200, Charlotte, Nc 28203 lists Benton S. Bragg and John F. Bragg , III of Charlotte, NC as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Business Corporation
Status
Current-Active
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Bragg, Benton S. Registered Agent
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
Benton S. Bragg President
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
John F. Bragg , III Vice President
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
Phillips Bragg Vice President
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
John F. Bragg , III Secretary
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203 View Map

Financial Information for Bragg Financial Advisors, Inc.

Form 5500

BRAGG FINANCIAL ADVISORS INC.

1031 S. Caldwell Street Suite 200, Charlotte, Nc 28203 (704) 377-0261 EIN:56-0938807 Plan Admin:Benton S. Bragg
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY33 / 35 Assets BOY/EOY$16,671,666 / $20,522,754 2023 BRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 33 / 35 $16,671,666 / $20,522,754
2022 Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY29 / 33 Assets BOY/EOY$17,659,546 / $16,671,666 2022 BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 29 / 33 $17,659,546 / $16,671,666
2021 Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY29 / 29 Assets BOY/EOY$14,699,504 / $17,659,546 2021 BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 29 / 29 $14,699,504 / $17,659,546
2020 Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY24 / 28 Assets BOY/EOY$11,917,655 / $14,699,504 2020 BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 24 / 28 $11,917,655 / $14,699,504
2019 Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$9,067,690 / $11,917,655 2019 BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 23 / 24 $9,067,690 / $11,917,655
Benefit & Retirement Plans based on Form 5500.
Address Match:1031 S Caldwell St Ste 200 Charlotte, NC
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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